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Skills

  • MS Office
  • Process improvement
  • Cash flow management
  • Client relationship management
  • Compliance, banking laws and regulations
  • Relationship building and management
  • Business operations
  • Team management
  • Cash handling integrity
  • Project organization

Work Experiences

  • Assisted with quarterly branch audits, ensuring compliance with state and federal guidelines, resulting in a 7% improvement in audit results.
  • Achieved results over a 6 months period.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Communicated complex financial product information clearly.
  • Consistently exceeded teller performance metrics.
  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.
  • Achieved operational efficiency within 11 weeks.
  • Assisted with the implementation of a new teller software system, training staff and reducing system downtime by 26%.
  • Assisted customers in making informed decisions.
  • Served the needs of more than 9 customers in a busy category environment.

Summaries

  • Acknowledged for recovering $6 in account discrepancies.
  • Addressed inquiries promptly.
  • Achieved a 22% rate of error-free drawer balancing.
  • Accomplished banking professional praised for helping the bank reduce fraud risk by collaborating with risk and compliance teams to prevent losses of $18 through timely interventions.
  • In strategic planning and performance reporting, provides a professional attitude and skills.
  • Dedicated to maintaining the highest levels of security and customer satisfaction while achieving aggressive sales goals.
  • Costs were consistently reduced while profits were increased.
  • Achieved by the bank over a one year period.
  • Within Miscellaneous, senior Advanced Teller and outstanding performer in performance reporting and workflow optimization.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.

Accomplishments

  • Assisted fraud prevention initiatives by training staff to identify red flags in suspicious activity, reducing fraud incidents by 76%.
  • Collaborated closely with customers to assist in loan refinancing, contributing to a 53% increase in bank loan retention.
  • Collaborated with team of 9 in the development of process.
  • Developed effective internal controls for teller cash drawers, reducing shortages by 74% throughout a several months.
  • Trained and mentored new hires on customer service protocols, banking software, and transaction processes, improving team efficiency by 60%.
  • Helped recover $15 in potentially lost funds through timely action on misallocated deposits and payments.
  • Collaborated with the fraud detection team, preventing potential losses of $8 through timely reporting and account monitoring.
  • Negotiated on behalf of customers with loan or credit difficulties, recovering 33% of delinquent accounts while maintaining positive relationships.
  • Provided confidential and tailored financial assistance to high-net-worth individuals, building long-term relationships and retaining 3 key clients.
  • Led the application of advanced cash recycling systems, lowering cash handling labor cost by 30% over 2020.

Affiliations

  • Loan Officers Professional Network
  • Certified Anti-Money Laundering Specialist (CAMS)
  • National Association of Legal Assistants (NALA)
  • American Institute of CPAs (AICPA)
  • American Bankers Association (ABA)
  • International Association of Professional Debt Arbitrators (IAPDA)
  • National Foundation for Credit Counseling (NFCC)
  • Toastmasters
  • Women in Banking & Finance (WIBF)
  • American Society of Safety Professionals

Certifications

  • Certified in Customer Service & Communication - Northwind
  • Apple Certified Associate (ACA)
  • ServSafe
  • Certified Teller Instructor - Brightline
  • Internal Banking Compliance Certification - Brightline
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Fundamentals of Payment Fraud (FPF) - Summit Group
  • Certified Public Accountant (CPA)
  • Global Payment Risk Specialist (GPRS) - Brightline
  • Certified Banking & Credit Analyst (CBCA®) - Meridian

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